In the Edit Quick Step dialog box, the very first thing you do is name your step.In the Quick Steps box, click Create New.To set up a quick step from scratch, this is what you need to do: If none of the inbuilt steps automates a set of actions you need, you can easily create your own one. To have a quick step executed without taking your hands off the keyboard, you can assign a certain key combination to it - see the Shortcut key box near the bottom of the window.To incorporate more actions in the same step, click the Add Action button.Now, you can set priority, flag the message, or specify email addresses for Cc and Bcc copies. To get additional options, click the Options button at the bottom left corner, and then click Show Options underneath the To… box: What you need to do is just type the manager's email address in the To… box and click Save. You click on the To Manager step, and the First Time Setup window appears. Let's say you want to forward a given message to your manager. To get a better idea of how it works, let's look at a practical example. But don't feel discouraged - the configuration is no more difficult than selecting a target folder or supplying an email address. When attempting to use an inbuilt quick step for the first time, you will be prompted to configure it. These predefined steps are almost ready for you to use, 'almost' is the key word here. Reply & Delete - opens up a reply to the selected message, and then moves the original message to the Deleted Items folder.Done - marks the message as read and complete, and then moves to a specified folder.If not, you will have to fill them in yourself. Depending on how your Exchange Server administrator configured your mailbox, the addresses of your team members may be detected and filled in by Outlook. Team Email - forwards the selected message to your colleagues.If your organization uses Microsoft 365 or Exchange Server, the manager's name may be located in the Global Address List and inserted in the To box automatically otherwise you can specify it manually. To Manager - forwards the selected message to your manager.Move to - moves the selected email to a specified folder and marks it as read.You can find them on the Home tab, in the Quick Steps group: In Outlook Online, this feature is not supported. Quick Steps are available in all modern desktop versions including Outlook 365, Outlook 2019, Outlook 2016 and Outlook 2013. Duplicate and edit any of the existing steps.įurther on, we will discuss each option in detail, so you can jump into using this awesome feature right away.To set up Quick Steps in your Outlook, you can choose one of the following approaches: For example, you can have a message moved to a specific folder, marked as unread, forwarded to your team-mates, and Bcc'ed to your manager, all with one shortcut!Īnother great feature of Quick Steps is that they are fully customizable, so you can automate almost any routine operations with a custom command. What is especially useful is the ability to include multiple actions in a single step. Or you can automatically send a reply and delete the original message, so your inbox won't get cluttered with irrelevant emails. Quick Steps in Outlook are kind of shortcuts that let you perform a certain sequence of actions with one click.įor instance, if you frequently move or copy incoming messages to some folder for later review, a quick step can expedite the task.

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